Yardley CPA Posted March 16, 2019 Report Share Posted March 16, 2019 While you prepare a return, does ATX provide a "note" feature, whereby you can enter comments or questions that you would like to ask the client? Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted March 16, 2019 Report Share Posted March 16, 2019 Yes. There are permanent notes where we keep extensive info on the client, from the trivial (nicknames) to the crucial (don't forget state subtraction for ...). And there are review notes that must be cleared before you can finalize a return. We print the permanent notes to the back of our 'job sheet' for each return and check them off as we do them. 2 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted March 16, 2019 Author Report Share Posted March 16, 2019 1 minute ago, Abby Normal said: Yes. There are permanent notes where we keep extensive info on the client, from the trivial (nicknames) to the crucial (don't forget state subtraction for ...). And there are review notes that must be cleared before you can finalize a return. We print the permanent notes to the back of our 'job sheet' for each return and check them off as we do them. Thanks very much for the info. Where can I find the note feature on ATX? Quote Link to comment Share on other sites More sharing options...
KenO Posted March 16, 2019 Report Share Posted March 16, 2019 I think Abby is referring to right-clicking on an input cell and choosing the menu item Insert/Edit note. 3 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted March 16, 2019 Report Share Posted March 16, 2019 Yes, notes are assigned to a field. We use the date field at the top of page 1 on all returns for our general notes, since it's convenient and a field we almost never use. Review type notes should be in the field or form they are related to. Some users add the Permanent File form and type notes on one of the blank pages, or a blank statement page of the Elections form, but notes show up when you review a return and to me are the preferable way to go. 3 Quote Link to comment Share on other sites More sharing options...
G2R Posted March 16, 2019 Report Share Posted March 16, 2019 I didn't even know about this feature. Been doing it the old fashion pen-and-paper way! Thanks for the tip! 2 Quote Link to comment Share on other sites More sharing options...
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